A detailed history of Charles Carroll Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 34,905 shares of JPM stock, worth $7.23 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares
34,905
Previous 32,905 6.08%
Holding current value
$7.23 Million
Previous $4.77 Million 24.44%
% of portfolio
6.39%
Previous 5.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $271,380 - $340,600
2,000 Added 6.08%
34,905 $5.94 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $247,291 - $282,153
-1,940 Reduced 5.57%
32,905 $4.79 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $243,574 - $280,410
-1,950 Reduced 5.3%
34,845 $4.54 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $196,782 - $266,031
-1,930 Reduced 4.98%
36,795 $4.93 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $39,387 - $229,102
-1,900 Reduced 4.68%
38,725 $4.05 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $33,783 - $40,773
300 Added 0.74%
40,625 $4.58 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $19,886 - $26,108
155 Added 0.39%
40,325 $5.5 Million
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $6.18 Million - $6.9 Million
40,170 New
40,170 $6.36 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $607B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Charles Carroll Financial Partners, LLC Portfolio

Follow Charles Carroll Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Carroll Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charles Carroll Financial Partners, LLC with notifications on news.